Investor Presentaiton
4 Help advisors grow and scale their businesses
AssetMark's
Business
Consulting
Team
fosters advisor
growth and scalability
40%+
Increase in the business
consulting team over the last year
19.4
Avg. years of experience per
BC team member
ASSETMARK
► WealthBuilder
PROSPECTING
Streamline prospecting for financial advisors and
provide them with insights to drive lead conversion.
Used by over 600 advisors;
strong lead generation and
conversion
ASSETMARK
▸ Marketing Advantage
An all-in-one marketing platform that helps financial
advisors build relationships and grow their businesses
with a robust suite of ready-to-use tools.
ASSETMARK
► AdvisorAcceleration
ACADEMY
An immersive 4-month program designed to boost an
advisor's growth by establishing the foundational business
essentials necessary to accelerate their practice.
Adopted by hundreds of
advisors; advisor feedback
focused on time and cost savings
280+ advisors participated;
strong growth of participants
For general public use.
ASSETMARK.
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